Burgess Chambers & Associates Inc
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Overview
Burgess Chambers & Associates Inc operates as a financial advisor company based in Orlando, Florida. The company controls $138.1 million in total assets throughout 25 client accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). Burgess Chambers & Associates Inc has a small team, including 4 financial advisors. Burgess Chambers & Associates Inc is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like options, bonds and stocks.
Burgess Chambers & Associates Inc oversees all of its client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make buy and sell judgments without needing the client's approval. The firm's average account size is $5.5 million. The typical financial advisor at Burgess Chambers & Associates Inc administers around six client accounts, making it one of the more individualized financial advisor firms in the country.
The firm's headquarters is located at 315 E. Robinson Street, Orlando, Florida 32801. It is legally allowed to serve customers throughout a few states, including Alabama, California, Florida, Georgia, Tennessee and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Burgess Chambers & Associates Inc by the Numbers
$138.1 million
11
25
$5.5 million
Fee Structure
Financial management fees typically depend on which services the firm provides the client. Fees billed by the firm may include the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Burgess Chambers & Associates Inc does business with a number of different investors. Burgess Chambers & Associates Inc works with retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities and other. Out of its 25 clients, Burgess Chambers & Associates Inc's largest client type is retail investors, but it also caters to four high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers reside abroad.
- High-Net-Worth Individuals* - 16.67%
- Other Individuals - 45.83%
- Corporations - 33.33%
- Charitable Organizations - 4.17%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Burgess Chambers & Associates Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Burgess Chambers & Associates Inc
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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